Create and edit a document template
Use Template Studio to create, update and preview project document templates with custom sections.
This guide is designed for project manager.
Steps
Step 1: Open Template Studio
From your project workspace, open Template Studio to start working on a new or existing document template. If you open an existing template, its name and sections are loaded automatically.
Step 2: Name your template
Enter a clear, descriptive name for your template in the template name field so it can be easily identified and reused across projects.
Step 3: Review and select sections
Use the section list to review the default sections such as Introduction, Main Content and Conclusion, then click a section title to select it for editing.
Step 4: Edit section content
In the content editor, update the text for the selected section to match your project requirements; changes are tracked as unsaved until you save.
Step 5: Add a new section
Select the add section button (with the plus icon) to create a new template section, then give it a title and content so it appears alongside your other sections.
Step 6: Delete an unwanted section
Use the delete icon next to a section to remove it from the template; confirm the deletion when prompted to avoid accidental removal.
Step 7: Preview the template
Switch to preview mode using the preview control so you can see how the complete template will appear when used in documents before finalising it.
Step 8: Save your changes
Select the save option to store your template; a new template is created if it did not exist before, or the existing one is updated, and you will see a confirmation message when the save completes.
Step 9: Cancel and discard changes
If you decide not to keep your edits, use the cancel or close option; if there are unsaved changes, confirm in the discard dialog to leave without saving.
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Last updated: 2026-08-31